CGMU vs DLN

Comparison between CAPITAL GROUP MUNICIPAL INCOME ETF SHARE CLASS (CGMU, ETF) and WISDOMTREE U.S. LARGECAP DIVIDEND FUND (DLN, ETF).

CGMU vs DLN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CGMU(ETF)	DLN(ETF)
Net Assets	$5.60B	$5.60B
Expense Ratio	0.27%	0.28%
Max Drawdown	6.04%	59.51%
Sharpe Ratio	1.20	1.94
5Y Beta	0.03	0.67
P/E Ratio	N/A	23.65
Forward P/E	N/A	18.74
PEG Ratio	N/A	0.62
5Y Dividends CAGR	N/A	4.04%
5Y EPS CAGR	N/A	19.52%
Debt to Equity	N/A	25.18%
P/S Ratio	N/A	2.65
P/B Ratio	N/A	4.08

Net Assets

CGMU

$5.60B

DLN

$5.60B

Expense Ratio

Winner

CGMU

0.27%

DLN

0.28%

Max Drawdown

Winner

CGMU

6.04%

DLN

59.51%

Sharpe Ratio

CGMU

1.20

Winner

DLN

1.94

5Y Beta

Winner

CGMU

0.03

DLN

0.67

P/E Ratio

CGMU

N/A

DLN

23.65

Forward P/E

CGMU

N/A

DLN

18.74

PEG Ratio

CGMU

N/A

DLN

0.62

5Y Dividends CAGR

CGMU

N/A

DLN

4.04%

5Y EPS CAGR

CGMU

N/A

DLN

19.52%

Debt to Equity

CGMU

N/A

DLN

25.18%

P/S Ratio

CGMU

N/A

DLN

2.65

P/B Ratio

CGMU

N/A

DLN

4.08

CGMU vs DLN - Historical Returns

Returns include dividend reinvestment.

Period	CGMU	DLN
1 month	+0.44%	+2.75%
3 months	-0.29%	+1.11%
6 months	+1.70%	+9.85%
1 year	+6.61%	+23.51%
5 years(CAGR)	N/A	+11.64%
10 years(CAGR)	N/A	+12.64%
Max(CAGR)	+5.77%	+9.69%

CGMU

+0.44%

Winner

DLN

+2.75%

CGMU

-0.29%

Winner

DLN

+1.11%

CGMU

+1.70%

Winner

DLN

+9.85%

CGMU

+6.61%

Winner

DLN

+23.51%

5Y(CAGR)

CGMU

N/A

DLN

+11.64%

10Y(CAGR)

CGMU

N/A

DLN

+12.64%

Max(CAGR)

CGMU

+5.77%

Winner

DLN

+9.69%

CGMU vs DLN - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	CGMU	DLN
2026	+1.08%	+6.71%
2025	+5.11%	+15.72%
2024	+2.75%	+19.21%
2023	+6.64%	+10.39%
2022	+4.53%	-4.11%
2021	N/A	+27.33%
2020	N/A	+4.08%
2019	N/A	+28.78%
2018	N/A	-6.15%
2017	N/A	+17.50%
2016	N/A	+16.97%
2015	N/A	-1.35%
2014	N/A	+15.23%
2013	N/A	+24.17%
2012	N/A	+11.47%
2011	N/A	+8.68%
2010	N/A	+13.52%
2009	N/A	+14.64%
2008	N/A	-34.24%
2007	N/A	+2.46%
2006	N/A	+15.92%

CGMU vs DLN Drawdown Comparison

The maximum drawdown for CGMU was -4.11%, occurring on Oct 31, 2023. Recovery took 159 trading sessions.

The maximum drawdown for DLN was -57.82%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current CGMU drawdown is -1.12%. The current DLN drawdown is -0.74%.

Rank	CGMU	DLN
#1	-4.11% Apr 12, 2023 - Nov 28, 2023	-57.82% Oct 9, 2007 - Aug 16, 2012
#2	-3.61% Feb 28, 2025 - Sep 3, 2025	-35.81% Feb 12, 2020 - Dec 2, 2020
#3	-2.60% Feb 2, 2023 - Apr 6, 2023	-16.79% Sep 21, 2018 - Apr 1, 2019
#4	-2.55% Feb 27, 2026 - Mar 26, 2026	-16.26% Apr 20, 2022 - Jul 19, 2023
#5	-2.46% Oct 1, 2024 - Dec 4, 2024	-13.71% Feb 19, 2025 - Jun 27, 2025
#6	-1.92% Dec 6, 2024 - Feb 25, 2025	-13.12% May 21, 2015 - Apr 1, 2016
#7	-1.22% May 15, 2024 - Jun 12, 2024	-10.81% Jan 26, 2018 - Sep 18, 2018
#8	-1.21% Mar 8, 2024 - May 15, 2024	-9.60% Jul 24, 2023 - Dec 13, 2023
#9	-1.06% Dec 15, 2022 - Jan 9, 2023	-8.77% Jul 13, 2007 - Oct 1, 2007
#10	-0.97% Dec 27, 2023 - Jan 31, 2024	-7.07% Oct 18, 2012 - Jan 4, 2013
#11	-0.96% Feb 1, 2024 - Mar 8, 2024	-6.48% Jan 4, 2022 - Mar 29, 2022
#12	-0.66% Sep 17, 2025 - Oct 13, 2025	-6.46% Sep 19, 2014 - Oct 31, 2014
#13	-0.62% Aug 2, 2024 - Aug 23, 2024	-6.40% Apr 30, 2019 - Jun 20, 2019
#14	-0.61% Jun 14, 2024 - Jul 5, 2024	-6.28% Nov 29, 2024 - Feb 19, 2025
#15	-0.40% Nov 11, 2025 - Dec 22, 2025	-6.10% Feb 11, 2026 - Apr 17, 2026

Correlation

Correlation between CGMU and DLN is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2006 - 2026)

CGMU vs DLN dividend yield comparison.

Year	CGMU	DLN
2026	1.12%	0.53%
2025	3.32%	1.90%
2024	3.21%	2.00%
2023	3.08%	2.43%
2022	0.49%	2.53%
2021	0.00%	2.01%
2020	0.00%	2.66%
2019	0.00%	2.51%
2018	0.00%	2.90%
2017	0.00%	2.33%
2016	0.00%	2.64%
2015	0.00%	2.80%
2014	0.00%	2.34%
2013	0.00%	2.40%
2012	0.00%	2.99%
2011	0.00%	2.74%
2010	0.00%	2.69%
2009	0.00%	2.80%
2008	0.00%	3.98%
2007	0.00%	2.70%
2006	0.00%	0.94%